Your purchasing and stock.The way your company works.
Items, suppliers, orders and movements give you a working starting point for operations. Evolve your software with Shappy to reflect your rules for receipts, reservations and checks.
A receipt changes stock, not just a spreadsheet cell.
Thomas prepares the week’s outgoing items. He checks available references and expected orders before confirming workshop requirements.
- 01
Identify items to track
Associate an item with its supplier and a reference stock level.
- 02
Prepare purchases
Group requirements into identified orders with quantities and expected dates.
- 03
Check movements
Keep the link between receipt, item and order so quantities can be explained.
Trace a quantity back to its source.
Stock, purchases, movements and suppliers describe the same replenishment example.
See what is available.
Simulate receipt of five units, capped at the example reference level. Quantities remain local.
Your receiving checks, in the right place.
Tell Shappy what needs to change. Watch your software take on your way of working.
Your software, your rules
Add our check reference and receiving owner. Create a view of receipts whose checks still need completing.
Watch the transformation
Take this example for a spin.
Switch views, open a record and try the available actions. Linked records show how the workflow fits together.
Connect purchasing to the tools you keep.
Item references, units and movement directions are defined before any transfer.
- Supplier catalogues and files
References, units, indicative prices and contacts.
What is needed : Validate units, duplicates and import format on a sample.
- Gmail
Messages and attachments relevant to a supplier order.
What is needed : The connector exists on the platform, but no external connection is enabled in Operations. This transfer still needs implementation with an authorised account and matching rules.
- Finance and customer orders
Supplier expenses and preparation requirements linked to items.
What is needed : Establish authorised connections and item mappings. Accounting valuation is not inferred from illustrative stock.
Start with one item family.
- 01
Define reference data
Choose item references, units, locations and suppliers to migrate.
- 02
Walk through a receipt
Check an order received in two deliveries and its movement detail.
- 03
Apply your checks
Tell Shappy who checks, adjusts or reserves. Validate the changes on this workflow before using real stock.
Your questions before choosing your software.
Can we keep our workshop rules?
Yes. Purchasing and stock workflows give you a working starting point. With Shappy, you can evolve your application around your item references, receipt checks, responsibilities or reservation rules. Changes are checked against representative movements before use.
Can an order arrive in several deliveries?
Yes. Track received, rejected and outstanding quantities separately. Partial receipts retain the order balance; only accepted quantities enter stock.
Are barcodes included?
Hardware, code format and input workflow are defined around your references. No barcode scanning is simulated here.
Can we manage multiple locations?
Yes. View on-hand, reserved and available stock by location, then transfer items or reserve the quantities you need. Movements remain in the history.
Does stock sync with sales?
It needs an authorised connection, shared references and an approved trigger. Using two applications does not activate that synchronisation.
Software shaped around your workshop.
Take an item, an order and your receipt checks, then evolve the workflow around how your operation works.
Bring a representative record and your working rules. We will define data migration and the first changes to check.